[Remote] Disbursement Underwriter (REMOTE)

Note: The job is a remote job and is open to candidates in USA. Equitable is committed to helping clients secure their financial well-being. The Disbursement Underwriter is responsible for validating client accounts through various checks and confirmations, ensuring accurate processing of financial transactions. Responsibilities Utilize the DRP tool, which allows you to see debit and credit history in any site including HM, SOC,NOC & LPL Review AWD to confirm if money was ever sent to/received from the account Confirm in AWD if we received a contribution check from requested account Validate original Medallion Signature Guarantee, if available Call rep of record to confirm they personally spoke with the client in person or over phone regarding request Call client using the phone number on the application A check is mailed to the client’s address if the account cannot be verified Skills Knowledge of principles and techniques used in customer support and ability to use applications, hardware, software, networking, and the applications environment used for customer support Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply knowledge of problem solving appropriately to diverse situations Knowledge of the importance of meeting or exceeding established targets; ability to drive critical activities to completion 1+ years of experience in customer service or fraud prevention Benefits Medical Dental Vision A 401(k) plan Paid time off Company Overview Equitable provides consulting services to secure the financial well-being and retirement strategies for individuals and families. It was founded in 1859, and is headquartered in New York, New York, USA, with a workforce of 5001-10000 employees. Its website is Company H1B Sponsorship Equitable has a track record of offering H1B sponsorships, with 31 in 2025, 18 in 2024, 26 in 2023, 37 in 2022, 20 in 2021, 12 in 2020. Please note that this does not guarantee sponsorship for this specific role.